Two Stocks on Our Watchlist and Tracking the Right Metrics

Two Stocks on Our Watchlist and Tracking the ...

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The Gildan Short Report and Lessons From 7 Other Canadian Short Reports

In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest short report targeting Gildan Activewear and the major allegations around channel stuffing, receivables factoring, and whether the company’s recent growth may be less durable than it appears. Th ...  Show more

New Fed Chair, Loonie Slides & Canada’s Population Keeps Falling

This week on Canadian Macro Investor, Simon and Dan break down a packed macro backdrop: global central banks turning more hawkish, Kevin Warsh’s push to rethink how the Fed communicates and uses data, and why markets may be too relaxed about inflation risks. They also discuss the ...  Show more

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